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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,373 | $73,787-41.2% | $98,716-56.1% | $82,448-47.4% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.3%+22.0pp | 68.1%+23.2pp |
| Annual return | 13.91% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,035 | $1,511-31.5% | $2,279-54.6% | $2,551-59.4% |
| Participant deferral / active EE | $3,340 | $3,081+8.4% | $4,048-17.5% | $4,139-19.3% |
| Admin fee / account holder | $3,306 | $6,500-49.1% | $8,703-62.0% | $7,234-54.3% |